Hold MU by Sep 20, 2026.

Micron drops fiscal Q3 on the 24th and the setup looks kinda insane. street is at 35.4B rev vs the 33.5B guide, gross margin consensus 81.8%, and net income basically up 1,155% YoY. like, those are not normal numbers. been watching this on the moomoo community all week and the bull case keeps coming back to one thing, does mgmt actually raise the HBM TAM number. they were throwing around \~35B for 2025 and a \~100B target by 2028, and …